Full-Time
Account Manager
Updated on 4/4/2024
Provides insurance and risk management services
Compensation Overview
$75,750 - $95,000Annually
Mid, Senior
Lake Oswego, OR, USA
- College degree preferred, high school diploma or equivalent required.
- Minimum of five years of industry experience, or three years specific to Private Client in Account Management, Underwriting or similar role.
- Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
- Exceptional verbal, written and interpersonal communication skills.
- Excellent analytical, negotiation and organizational skills; ability to multi-task and shift focus as priorities change.
- Fire & Casualty license required upon hire or within 3 months of obtaining position.
- Valid Driver’s license and reliable transportation required.
- Ability to travel as necessary.
- Effectively manage multiple clients in accordance with Private Client best practices to sustain expected client retention rate.
- Responsible for assigned book of business with appropriate mix of revenue and complexity as defined by Practice Leader.
- Apply market and risk management knowledge to client business model/needs; identify gaps and find the most effective solutions.
- Provide coverage analysis in relation to client’s business; effectively explain and clarify coverages with client verbally and/or in writing.
- Accountable for timely policy review, delivery and audits.
- Accountable for confirming final policy document is consistent with negotiated program.
- Research and/or resolve accounting and collection issues.
- Exhibit high level of expertise, demonstrating persistence, resourcefulness and creativity when negotiating with carriers to maintain the highest levels of client advocacy.
- Create and execute marketing strategy in collaboration with Account Executive.
- Responsible for the process, evaluation and preparation of insurance proposals; participate in new client presentations and renewals as appropriate.
- Proactively and effectively manage and service clients to assure needs, timelines, and expectations are met, including active participation in team and client meetings either directly or via phone.
- Read and interpret information for clients and colleagues both verbally and in writing.
- Build relationships and interact in a tactful and professional manner in a fast-paced, customer centric environment; remain calm under pressure.
- Proactively overcome barriers and find acceptable solutions to client issues.
- Coach and develop junior staff members; serve as a positive role model; help foster camaraderie within the Practice.
- Assist in developing and driving the team strategy related to client service and team skill development.
At Woodruff Sawyer, employees thrive in a workplace that emphasizes not only expert counsel and customized solutions to a global clientele but also a commitment to employee growth and leadership in risk management services, including property & casualty, management liability, cyber liability, and employee benefits. The company's global reach across six continents fosters a diverse and inclusive environment, enabling a dynamic exchange of ideas and ensuring a robust response to client needs. This sets a prime stage for professionals looking to advance in a critical and ever-evolving sector.
Company Stage
N/A
Total Funding
N/A
Headquarters
San Francisco, California
Founded
1918